See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 35 IRON POINT CIRCLE, SUITE 100 · FOLSOM, CA 95630 | Contract Administrator | $10,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,798 | $70,667-2.6% | $123,104-44.1% | $52,331+31.5% |
| Participation rate | 63.9% | 83.7%-19.8pp | 86.8%-22.8pp | 68.1%-4.2pp |
| Annual return | -5.67% | 6.23%-11.9pp | 13.22%-18.9pp | 4.54%-10.2pp |
| Employer contribution / active EE | $2,143 | $2,946-27.3% | $5,151-58.4% | $1,882+13.9% |
| Participant deferral / active EE | $6,912 | $4,493+53.8% | $6,230+11.0% | $3,022+128.7% |
| Admin fee / account holder | $43 | $506-91.5% | $9,015-99.5% | $592-92.7% |